WC
WC
William Conerly is a registered investment advisor, based in Brandon, MS, with 33 years of industry experience.
Location
Brandon, MS
Get directionsHistory
Regulatory History (1)
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Financial
April 2020Final
Other Business ActivitiesSells Insurance
William is an insurance agent/representative since 2017, selling and servicing annuity and life insurance products. This requires minimal time.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
February 2025 - Present · 1 yr 3 mos
Cetera Investment Advisers LLC
February 2025 - Present · 1 yr 3 mos
Previous Registrations
Concourse Financial Group Securities, INC.Broker
December 2010 - February 2025 · 14 yrs 2 mos
Concourse Financial Group Advisors
December 2010 - February 2025 · 14 yrs 2 mos
Harbor Financial Services, LLC
August 2008 - December 2010 · 2 yrs 4 mos
Harbor Financial Services, LLCBroker
August 2008 - December 2010 · 2 yrs 4 mos
Multi-Financial Securities Corporation
January 2004 - August 2008 · 4 yrs 7 mos
Multi-Financial Securities CorporationBroker
January 2004 - August 2008 · 4 yrs 7 mos
Ifg Advisory Services INC
April 1999 - January 2004 · 4 yrs 9 mos
Ifg Network Securities, INC.Broker
May 1995 - January 2004 · 8 yrs 8 mos
Titan/value Equities Group, INC.Broker
March 1994 - May 1995 · 1 yr 2 mos
PFS Investments INC.Broker
September 1992 - March 1994 · 1 yr 6 mos
State Registrations4 states
ARMSTNVA
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.